-54.6%
LFT vs VOO
+325.3%
-379.9%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -3.0% |
| 7D | -7.5% | -0.8% | -6.7% | -7.1% |
| 30D | -4.9% | -1.1% | -3.8% | -4.2% |
| 3M | -35.1% | +3.9% | -39.0% | -36.6% |
| 6M | -47.7% | +13.6% | -61.3% | -51.3% |
| YTD | -49.2% | +12.7% | -61.9% | -52.5% |
| 1Y | -67.9% | +17.6% | -85.5% | -70.6% |
| 3Y | -53.6% | +77.3% | -130.9% | -66.4% |
| 5Y | -69.2% | +84.1% | -153.3% | -78.5% |
| All | -54.6% | +325.3% | -379.9% | -82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling